First Trust Lunt US FactorFCTRETF
13F holders, Q1 2026 (March 31)23holders −4
2new positions
6sold out
$35.69avg. 13F price*
At the end of Q1 2026, 23 institutions reported holding First Trust Lunt US Factor (FCTR) in their 13F filings, down 4 from Q4 2025. 2 opened new positions and 6 sold out. The largest holders were Geneos Wealth Management Inc. ($11.0M), Lunt Capital Management, Inc. ($10.3M) and LPL Financial LLC ($4.5M).
- Company
- First Trust Lunt US Factor
- CUSIP
- 33733E872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $323K |
| Exits | 6 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 14,897 shares bought and 103,674 shares sold, net −88,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Geneos Wealth Management Inc. | 0.25% | Reduce -7.5% | 307,579 | $11.0M |
| Lunt Capital Management, Inc. | 3.96% | Add +0.1% | 289,189 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 125,196 | $4.5M |
| Soltis Investment Advisors LLC | 0.29% | Reduce -0.9% | 124,689 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.0% | 60,427 | $2.2M |
| GeoWealth Management, LLC | 0.03% | Reduce -0.7% | 24,127 | $861K |
| Morgan Stanley | 0.00% | Reduce -61.1% | 15,151 | $540K |
| Kraft, Davis & Associates, LLC | 0.10% | No change | 12,172 | $459K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.0% | 10,002 | $358K |
| Susquehanna International Group, LLP | 0.00% | Add +35.5% | 9,620 | $343K |
| Raymond James Financial Inc. | 0.00% | New | 8,964 | $320K |
| Harbour Investments, Inc. | 0.00% | Add +41.5% | 8,237 | $294K |
| Wealth Advisory Solutions, LLC | 0.06% | No change | 7,752 | $276K |
| Atria Investments, Inc | 0.00% | Add +0.1% | 7,263 | $259K |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 6,865 | $245K |
| United Advisor Group, LLC | 0.03% | Reduce -12.3% | 6,092 | $217K |
| Cwm, LLC | 0.00% | Reduce -14.7% | 5,693 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.2% | 2,928 | $104K |
| UBS Group AG | 0.00% | Add +118.5% | 483 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 192 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 146 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 100 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -98.6% | 31 | $1K |
"% of holder's portfolio" is FCTR's weight in each manager's 13F, not the share of First Trust Lunt US Factor the manager owns.